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Intuit QuickBooks & ProConnect Tax Templates

Make the most out of your common workflows with these popular templates from the Inuit QuickBooks & ProConnect Tax ecosystems.

Intuit QuickBooks Templates

Cash Flow Advisory in Intuit QuickBooks icon

Cash Flow Advisory in Intuit QuickBooks

Global
This template can be used in any country
Streamline your cash flow advisory process with this dedicated workflow.
346 Downloads
Get
Client Onboarding for Intuit QuickBooks icon

Client Onboarding for Intuit QuickBooks

USA
This template is for United States only
Increase efficiency when onboarding new clients with this streamlined workflow.
579 Downloads
Get
Form 1099 Tracking in Intuit QuickBooks icon

Form 1099 Tracking in Intuit QuickBooks

USA
This template is for United States only
Process and track the 1099 forms for your clients using QuickBooks Online.
222 Downloads
Get
Month-End Close in Intuit QuickBooks icon

Month-End Close in Intuit QuickBooks

Global
This template can be used in any country
Manage your month-end close processes using Intuit QuickBooks with this dedicated workflow.
620 Downloads
Get
Monthly Accounting in Intuit QuickBooks icon

Monthly Accounting in Intuit QuickBooks

Global
This template can be used in any country
Manage your monthly accounting processes with this streamlined workflow for Intuit QuickBooks.
829 Downloads
Get
Weekly Reconciliation in Intuit QuickBooks icon

Weekly Reconciliation in Intuit QuickBooks

Global
This template can be used in any country
Streamline your weekly reconciliation process in Intuit QuickBooks with this repeatable workflow.
837 Downloads
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Year-End Review in Intuit QuickBooks icon

Year-End Review in Intuit QuickBooks

USA
This template is for United States only
Maximize efficiency with this year-end review workflow for Intuit QuickBooks.
432 Downloads
Get

Intuit ProConnect Tax Templates

Corporate Tax Return in Intuit ProConnect Tax (Form 1120) icon

Corporate Tax Return in Intuit ProConnect Tax (Form 1120)

USA
This template is for United States only
Manage the entire corporate tax return preparation, assembly and lodgment process for Intuit ProConnect Tax with this workflow.
100 Downloads
Get
Estates & Trusts Tax Return in Intuit ProConnect Tax (Form 1041) icon

Estates & Trusts Tax Return in Intuit ProConnect Tax (Form 1041)

USA
This template is for United States only
Use Intuit ProConnect Tax to complete and file tax returns for estates & trusts.
74 Downloads
Get
Gift Tax Return in Intuit ProConnect Tax (Form 709) icon

Gift Tax Return in Intuit ProConnect Tax (Form 709)

USA
This template is for United States only
Use Intuit ProConnect Tax to prepare and file gift tax returns quickly and error-free.
45 Downloads
Get
Individual Tax Return in Intuit ProConnect Tax (Form 1040) icon

Individual Tax Return in Intuit ProConnect Tax (Form 1040)

USA
This template is for United States only
Streamline your individual tax return process using Intuit ProConnect Tax with this proven workflow.
162 Downloads
Get
Partnership Tax Return in Intuit ProConnect Tax (Form 1065) icon

Partnership Tax Return in Intuit ProConnect Tax (Form 1065)

USA
This template is for United States only
Manage your entire partnership tax return workflow in Intuit ProConnect Tax.
91 Downloads
Get
S-Corp Tax Return in Intuit ProConnect Tax (Form 1120S) icon

S-Corp Tax Return in Intuit ProConnect Tax (Form 1120S)

USA
This template is for United States only
Complete every step efficiently when you complete S-Corp Tax Returns in Intuit ProConnect Tax.
124 Downloads
Get
Tax-Exempt Organization Tax Return in Intuit ProConnect Tax (Form 990) icon

Tax-Exempt Organization Tax Return in Intuit ProConnect Tax (Form 990)

USA
This template is for United States only
Avoid any tasks falling through the cracks when managing tax returns in Intuit ProConnect for tax-exempt organizations.
86 Downloads
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